5.3 Create a report in the Power BI Service - Video Tutorials & Practice Problems

<v ->Okay, so in this sub lesson</v> we're gonna discuss why you might wanna create a report in the service. We'll discuss once again the relationship between datasets, reports and dashboards. And then we're gonna finally demo building a new report in the Power BI service. Okay, so let's just recap what we did back in the publish process. So we had our salesDataMart.pbx file. Once again, within that pbx was a data set and a report. When we go ahead and do the publisher both the dataset and report, we'll borrow the name or get the name from the Sales Data Mart. We will then look to build a dashboard. So what we'll do here over the next sub lesson is go ahead and actually build ourselves a dashboard. We're gonna call it Sales Analysis. But what we're gonna do here first in this particular sub lesson is we're gonna create that second report and we're gonna call it sales maps. So we're gonna build a brand new map using our sales territory table and the information contained within to build a second report in the service. And then we're gonna take the visualization we build and actually in a next sub lesson is actually build it into a dashboard. The two items are actually not gonna build in any of these sub lessons are the dataset for finance and that third report but we just wanted to highlight once again that a report can only pull from one only one data set. And if you needed to display information from multiple different subject areas and they were in different data sets, you would then need to create additional reports and then surface all that stuff in a single page called the dashboard in the actual dashboarding inside a Power BI. So let's go ahead and get ready to build ourselves our first report. Okay, so I'm back over in the power BI service here now. So I'm on my homepage. What I'm gonna do here now is I'm actually gonna click on my workspace. So I'm gonna go over here and click Workspaces and I'm going to choose My Workspace. What I'm gonna get here is the report and data set that were published into the Power BI service. And what I wanna do here is I'm actually gonna click on the dataset here. So I'm gonna move over to data set right here and click on this. And what this is gonna allow us to do is go to a screen where we can use this data set to build report and additional visualizations. So I'm gonna do here is I'm gonna click this create from scratch button, like so, and then we're gonna get brought to the actual data set and we can actually build an additional report on top of that data set. And if you take a look at the page here, it actually looks fairly similar to the Power BI Desktop Report View where you're actually going ahead and building reports. So we can see at the top of the screen here, we're building the report inside of My Workspace, I'm just gonna give myself a little more real estate here, I'm gonna close the filters pane, and I'm actually gonna collapse the navigation pane here. So I'm just gonna click these three lines right here and that's gonna close the navigation pane up and give me a little bit more to work with on this report. Okay, so what we're gonna do here is we're actually gonna go in and build a map. Okay, so let's go ahead and build our map visualization. So I'm gonna do is go over to the visualizations pane here and just zoom in and let's go ahead and choose the maps. So that's this one right here. It's a little globe on a stand. If I go ahead and click that I'll have a blank visualization but I just wanna first point out there's two other types of map in Power BI. So we have the filled map and then down below here of ArcGiS Master Power BI. So just wanna go ahead and point that out, the one that we care about here is this filled map. So first I'm just gonna zoom my way back out and then go ahead and click on the map there. And we'll see an empty visual, it gets created on the screen. I'm just gonna make that the size of the reporting canvas. And now what we wanna do is start binding some data into that visual. So I'm gonna open up sales territory table. I'm gonna go to the country right here and we'll notice country once again has that little globe next to it, which indicates that this has been categorized as a country. So if you're a call back in the data modeling section we went through and categorized the continent as a continent and country as a country. So the data model would know how to treat those things at report time. So I'm gonna go ahead and drop country into location. We'll see a map gets drawn here. What I'm gonna do here now is I see a bunch of little dots on these. So I'm just gonna maybe zoom in on Europe here. So I can see these dots that are sitting over top of United Kingdom, France and Germany here. So what I'm gonna do next is I'm actually gonna go in and go to my product table and go to the product hierarchy and grab the category and drop it here into the legend. So once I do that, we'll notice the map reposition itself. And if I just zoom in on lets just say, the United Kingdom here, we'll see that we've got a pie chart here and I can see that I've got United States, sorry, United Kingdom, accessories. I've got clothing and I've got bikes. So right now everything's evenly split because we don't know what the different proportions of sales are for each one of those regions. And you'll also notice that all the bubbles between the countries are exactly the same size. So what we're gonna do next here is actually go to our sales table and let's go and grab the total sales. So I'm gonna take that and drag it down into size. So now we have a little bit more information on the visualization and the bubbles have resized themselves. So let's just once again drill back into United Kingdom here. And we can see that on the United Kingdom, we have United Kingdom bikes of $17 million and we have these little slivers over here of countries are sort of clothing and accessories. So we can go through and drill into that information in a little bit more detail. You'll also notice here now that all the bubbles are sized relative to each other sales Okay so that's all we're going to do on this particular visualization here. What we need to do next, we'd actually need to go ahead and save this. Let's go ahead and click Save like so, and what we wanna do here is it's actually gonna ask us for a new report name. So I'm gonna choose Sales Map, and I'm just gonna go ahead and click save. And now we're gonna have a brand report inside of My Workspace called Sales Map. So if I once again go back over to my navigation pane and open it up and click on Workspaces now, now what I'm gonna see here is if I go to my Workspace, I've got the Sales Data Mart as a report. I got Sales Data Mart as a data set and now I have this additional report here called Sales Map. Okay, so that shows us that we now have the ability if we want to create additional reports, we need to do that inside of the Power BI service against the actual data set because keeping a mind on the desktop we can only have the one report against the dataset. Right, so that brings us to the end of this particular sub lesson.